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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-25-2007
- Office Locations
- 1
Office Locations
About MKD Wealth
MKD Wealth is an independent wealth management firm providing Private Wealth and Family Office services for successful entrepreneurs, executives, and multigenerational families navigating high-stakes financial decisions and life transitions. The team combines portfolio management with business, tax, and estate planning support to help clients grow, protect, and enjoy their wealth. Custody is held at Fidelity/NFS.
Reported data analysis
What the numbers show
Between November 4, 2025 and March 30, 2026, reported AUM increased 18.8%, from $425.8M to $505.7M.
Across 5 reported observations, AUM increased 44.6% between March 31, 2022 and March 30, 2026, from $349.6M to $505.7M.
Of the latest reported AUM, 98.6% is discretionary and 1.4% is non-discretionary.
The firm reports 5 advisory representatives and 242 clients, or 48.4 clients per representative. That equates to $2.1M in reported AUM per client.
The profile lists 1 reported office location and 18 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full MKD Wealth record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
NATHAN MARK BOHANNON
Chief Operations Officer
- CRD
- #4518569
- Ownership
- 50% but less than 75%
JOSEPH EDGAR MACKEY
Advisor, Chief Executive Officer
- CRD
- #4531242
- Ownership
- 50% but less than 75%
Showing 2 of 3 owners & executives
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Cassandra Beardslee
Wealth Advisor / Director of Planning
- CRD
- #6219663
JOHN MICHAEL DANKOVICH
Wealth Advisor
- CRD
- #1413703
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $498,663,643 | $438,193 |
| Non-Discretionary | $7,038,679 | $190,235 |
| Total | $505,702,322 | $430,385 |
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Separately Managed Accounts
SMA allocation detail is available
MKD Wealth has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.